## Description: <br>
Deterministic-first portfolio analyzer for holdings, performance, Sharpe and Sortino ratios, FRED yield curves, bond duration, sector breakdowns, and scenario rebalancing over MCP-HTTP. <br>

This skill is ready for commercial/non-commercial use. <br>

## Publisher: <br>
[perlowja](https://clawhub.ai/user/perlowja) <br>

### License/Terms of Use: <br>
MIT-0 <br>


## Use Case: <br>
Investors, advisors, and MCP-capable agent operators use this skill to analyze broker-export portfolio files, inspect portfolio metrics, produce reports, and answer natural-language portfolio questions through a local containerized service. It is intended for educational analysis and does not execute trades, move money, or connect to brokerage accounts. <br>

### Deployment Geography for Use: <br>
Global <br>

## Known Risks and Mitigations: <br>
Risk: The skill handles sensitive portfolio files and API keys in a local Docker service. <br>
Mitigation: Keep the service bound to localhost, review the bundled compose configuration, and use the provided key-management endpoints so credentials stay in the Docker volume. <br>
Risk: Computed portfolio summaries and user questions may be sent to the configured narrative LLM provider. <br>
Mitigation: Use a local LLM endpoint when summaries should not leave the local network, or leave narrative keys unset to keep prompt and envelope data local. <br>
Risk: Optional market-data providers may receive ticker symbols and request metadata when their API keys are configured. <br>
Mitigation: Configure only the providers needed for the portfolio size and review each provider's privacy policy before adding keys. <br>
Risk: Portfolio analysis can be mistaken for financial advice. <br>
Mitigation: Treat outputs as educational analysis, verify calculations against actual holdings, and consult a qualified financial advisor before acting. <br>


## Reference(s): <br>
- [ClawHub Skill Page](https://clawhub.ai/perlowja/investorclaw) <br>
- [Project Homepage](https://github.com/argonautsystems/InvestorClaw) <br>
- [MCP Tools Reference](docs/MCP_TOOLS_REFERENCE.md) <br>
- [Input Contract](docs/references/contract-input.md) <br>
- [Output Contract](docs/references/contract-output.md) <br>
- [Holdings Schema Field Reference](docs/references/schema-holdings-fields.md) <br>
- [Agent-Side Presentation Rules](docs/references/presentation-rules.md) <br>
- [Security Policy](SECURITY.md) <br>
- [Privacy Policy](PRIVACY.md) <br>


## Skill Output: <br>
**Output Type(s):** [text, markdown, code, shell commands, configuration, guidance] <br>
**Output Format:** [Markdown, JSON-like tool responses, shell command snippets, and configuration snippets] <br>
**Output Parameters:** [1D] <br>
**Other Properties Related to Output:** [Outputs are grounded in deterministic portfolio computations and may include narrative summaries, reports, setup guidance, and MCP or REST command examples.] <br>

## Skill Version(s): <br>
4.6.0 (source: server release metadata, skill metadata, pyproject.toml) <br>

## Ethical Considerations: <br>
Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment. <br>
